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Original filing (PDF)20250918105755NAL0001422144001
CENTRAL STORAGE & WAREHOUSE LLC
Form 5500
FILING_RECEIVED
CENTRAL STORAGE & WAREHOUSE LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
168
Accounts w/ balance
162
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL STORAGE & WAREHOUSE LLC.
Plan sponsor
Name
CENTRAL STORAGE & WAREHOUSE LLC
EIN
87-1689984
Address
PO BOX 142 · CALEDONIA, WI · 53126
Phone
(414) 587-3081
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
KERBER, ECK & BRAECKEL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $23K | — |
Investments
24 direct securities · 1 pooled fund· $6.2M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$6.1M
24 holdings
Common Collective Trust
$166K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $972K | 15.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $913K | 14.4% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $877K | 13.8% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $850K | 13.4% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $423K | 6.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $406K | 6.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $344K | 5.4% | |
| Harbor Capital Appreciation Instl Harbor 0 | — | — | — | $314K | 5.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $226K | 3.6% | |
| CL) STABLE VALUE FUND I2 GREAT GRAY TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $166K | 2.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $159K | 2.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $113K | 1.8% | |
| DFA U.S. Small Cap Value Portfolio I DFA 0 | — | — | — | $110K | 1.7% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $104K | 1.6% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $42K | 0.7% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $38K | 0.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $36K | 0.6% | |
| Victory Sycamore Small Comp Opp R6 Victory 0 318 Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $34K | 0.5% | |
| American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $32K | 0.5% | |
| Wasatch Small Cap Growth Instl Wasatch 0 | — | — | — | $21K | 0.3% | |
| MFS Value R6 MFS 0 | — | — | — | $19K | 0.3% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 293 Dodge & Cox Income Fund I Dodge & Cox 0 | — | — | — | $11K | 0.2% | |
| DFA Emerging Markets Portfolio Inst DFA 0 | — | — | — | $11K | 0.2% | |
| DFA Intl Small Company Port Instl DFA 0 | — | — | — | $8K | 0.1% | |
| Victory Pioneer Strategic Income R6 Victory 0 | — | — | — | $5K | <0.1% |
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